Coupa Integration Overview

Coupa Integration Overview

Connect Coupa & Ironclad to optimize your procurement process

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About this course

The Coupa integration for Ironclad can help procurement teams accelerate the procurement process, streamline the approval and contracting aspects of purchasing. See how Coupa and Ironclad can be set up to use a contract as vehicle to drive the procurement process, automating approvals and contract actions to make purchasing even easier. 

Time Commitment: 15 Minutes

By the end of the course, you’ll be able to:

  • Describe what Coupa is and how valuable it is when integrated with Ironclad
  • Identify the key decisions and considerations you will need to complete before setting up your integration
  • Explain how to configure the Coupa integration with Ironclad

 

Curriculum15 min

  • Coupa Integration Overview
  • Requisition Sync Demo
  • Preparing to Configure the Coupa Integration
  • Coupa Integration Setup Considerations
  • Coupa Integration Workflow Setup
  • Configuring the Coupa Integration & Sync
  • Coupa Workflow Setup
  • OAuth - Create Client Scopes
  • Configure the Coupa <> Ironclad Connection
  • Connect the Workflow Configuration
  • Setting up your Coupa Instance
  • Setup Approval Chains in Coupa
  • Setup Approval Sync
  • Setup Execution Chain
  • Preview your Connected Procurement Flow
  • Wrapping it Up
  • Course Feedback
  • What's Next?

About this course

The Coupa integration for Ironclad can help procurement teams accelerate the procurement process, streamline the approval and contracting aspects of purchasing. See how Coupa and Ironclad can be set up to use a contract as vehicle to drive the procurement process, automating approvals and contract actions to make purchasing even easier. 

Time Commitment: 15 Minutes

By the end of the course, you’ll be able to:

  • Describe what Coupa is and how valuable it is when integrated with Ironclad
  • Identify the key decisions and considerations you will need to complete before setting up your integration
  • Explain how to configure the Coupa integration with Ironclad

 

Curriculum15 min

  • Coupa Integration Overview
  • Requisition Sync Demo
  • Preparing to Configure the Coupa Integration
  • Coupa Integration Setup Considerations
  • Coupa Integration Workflow Setup
  • Configuring the Coupa Integration & Sync
  • Coupa Workflow Setup
  • OAuth - Create Client Scopes
  • Configure the Coupa <> Ironclad Connection
  • Connect the Workflow Configuration
  • Setting up your Coupa Instance
  • Setup Approval Chains in Coupa
  • Setup Approval Sync
  • Setup Execution Chain
  • Preview your Connected Procurement Flow
  • Wrapping it Up
  • Course Feedback
  • What's Next?

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